OAR Financial
Firm details
- Headquarters
- Bryn Mawr, Pennsylvania
- CRD number
- 158989
- Registered since
- October 14, 2011
- Website
- palladiem.com
- Custodians
- FIRST CLEARING, LLC
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations89.75%
- HNWI6.01%
- Corporations / Businesses2.76%
- State / Municipal Government1.47%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
OAR Financial is a limited liability company that provides fee-based portfolio management to individuals, families and institutional clients. The firm is SEC-registered (registration year 2011) and bills clients on a percentage-of-assets-under-management basis. Its advisory mandate covers discretionary portfolio management for individuals and small businesses as well as for business or institutional clients. OAR Financial does not describe itself as an active ESG investor. Ownership is a mix of a domestic entity and individual ownership. The firm identifies as an adviser in the broader investment-adviser community rather than as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities10%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$105M in ETFs
80%
$84.8M
11%
$20.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $10.7M | 14,026 | 10.15% |
Location
Bryn Mawr, PA
Delaware
Location
Bryn Mawr, PA
Headquartered in Bryn Mawr, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 1 Town Pl
- Time zone
- ET (UTC-5)
- Office locations
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